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Susquehanna Portfolio Strategies’s LPL Financial LPLA Stock Holding History

Susquehanna Portfolio Strategies’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,815
Closed -$4.97M – 653
2024
Q1 		$4.97M Hold
18,815
– – 0.12% 216
2023
Q4 		$4.28M Buy
+18,815
New +$4.23M 0.08% 308

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Susquehanna Portfolio Strategies's LPLA Position: Q2 2024 in Review

Susquehanna Portfolio Strategies sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 18,815 shares — an estimated $4.97M sold.

Susquehanna Portfolio Strategies first reported a position in LPLA in Q4 2023 and held it in 2 quarters. The position peaked at $4.97M in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Susquehanna Portfolio Strategies reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 18,815 LPL Financial shares in Q2 2024, an estimated $4.97M.
  • Susquehanna Portfolio Strategies first reported a position in LPL Financial in Q4 2023 and held it in 2 quarters.
  • Susquehanna Portfolio Strategies's LPL Financial position peaked at $4.97M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.